Creating Categories
Theme: Configure
Who Is It For? System Administrator, Automation Engineer
What Is It?
You can group Service Requests into defined categories, such as a department or user group, and associate requests with that category.
To create and associate a category, complete the following steps:
Select the + Create button
Enter a unique name. Use a naming convention that supports filtering (e.g., Important/Saturday lets you filter by "Saturday")
Select a background color. A reduced color swatch indicates the color is already in use
(Optional) Select one or more Service Requests to assign to the category. Each Service Request can belong to only one category at a time
Select Save. The new category displays
You can also edit a Service Request directly to change or set its category:
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FAQs
Q: How many steps does the Creating Categories procedure involve?
The Creating Categories procedure involves 5 steps. Complete all steps in order and save your changes.
Glossary
Department: An organizational grouping in OpCon used to assign jobs to logical divisions. User roles can be scoped to specific departments, controlling which jobs a user can manage.
Service Request: A Solution Manager feature that lets operators trigger predefined automation workflows using a simple form. Service Requests encapsulate schedule builds, job submissions, or events without requiring direct access to schedule definitions.
Resource: A numeric variable in OpCon representing a finite pool. Jobs can be configured to require a set number of resource units to run, limiting concurrent executions and preventing resource contention.